Client Service Specialist at Umpqua Bank
Enumclaw, WA 98022, USA -
Full Time


Start Date

Immediate

Expiry Date

12 Nov, 25

Salary

23.0

Posted On

12 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Banking/Mortgage

Description

ABOUT US:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

TO STAFFING AND RECRUITING AGENCIES:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

How To Apply:

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Responsibilities

As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank’s Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role’s primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.

  • Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
  • Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
  • Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
  • Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
  • Continuously deepens knowledge of Umpqua Bank’s product and service offerings and stays current on changes.
  • Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.
  • Display curiosity in order to identify fraudulent activity
  • Read, understand, and follow all relevant operational procedures.
  • Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
  • Provides an extraordinary client experience during face to face, phone, and electronic interactions.
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